LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,000
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$3.92M
3
+$2.26M
4
AMZN icon
Amazon
AMZN
+$1.65M
5
AAPL icon
Apple
AAPL
+$1.32M

Top Sells

1
+$3.56M
2
+$3.26M
3
+$2.32M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$274K

Sector Composition

1 Financials 13.04%
2 Technology 10.18%
3 Healthcare 3.61%
4 Communication Services 3.22%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$17K 0.01%
364
-25
677
$17K 0.01%
304
-107
678
$16K ﹤0.01%
249
-159
679
$16K ﹤0.01%
200
680
$16K ﹤0.01%
603
-40
681
$16K ﹤0.01%
1,044
+423
682
$16K ﹤0.01%
142
-93
683
$16K ﹤0.01%
342
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684
$16K ﹤0.01%
579
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685
$16K ﹤0.01%
212
-6
686
$16K ﹤0.01%
+805
687
$16K ﹤0.01%
1,299
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688
$16K ﹤0.01%
1,270
+1,146
689
$16K ﹤0.01%
1,596
+744
690
$16K ﹤0.01%
395
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691
$16K ﹤0.01%
387
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692
$16K ﹤0.01%
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693
$16K ﹤0.01%
2,315
+1,344
694
$16K ﹤0.01%
37
695
$16K ﹤0.01%
716
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696
$16K ﹤0.01%
293
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697
$16K ﹤0.01%
1,547
-1,254
698
$15K ﹤0.01%
1,339
+881
699
$15K ﹤0.01%
497
-350
700
$15K ﹤0.01%
191
-28
26 27
28
29 30